About the Client
Pistos Information Protection is a New York-based cybersecurity firm providing Virtual CISO (vCISO) services. They guide businesses through compliance, risk, and cybersecurity frameworks with a hands-on, managed approach.
The Challenge
Before automation, Pistos managed client data and risk assessments manually across multiple systems: ❌ Disorganized Data – Risk records, assets, and policies scattered across spreadsheets. ❌ Repetitive Tasks – Annual risk assessments and reminders were built manually each year. ❌ Lack of Structure – No centralized system to tie all GRC components together for clients. ❌ Client Interaction Gaps – No seamless way for clients to view or submit updates securely.
The Solution
- Automated Risk Assessments — SmartSuite auto-generates a tailored set of risk questions annually for each client.
- Client Portal via Softr — Clients view risks, submit incidents, and update policies in one place.
- Approval Workflows — Simple approval mechanisms for policies and incident tracking.
- CRM + Billing Layer — SmartSuite tracks client info, invoices, and service activities.
- Notifications & Reminders — Automated alerts for assessments, overdue tasks, and approvals.
- Clean, scalable data architecture to bring structure to compliance data. —
The Results
Time Savings – Risk setup that once took hours is now automated and repeatable.
Cleaner Data – One source of truth for GRC artifacts across clients.
Client Engagement – Clients access a secure, professional portal instead of messy email threads.
Scalability – New clients onboarded faster, with compliance activities mapped from day one.
Tools Used
SmartSuite
Softr